Roadmap Financial

If Your Nest Egg Was Overexposed To Taxation, Market Volatility Or The Cost Of Long Term Care, When Would You Want To Know About It?

At Roadmap Financial Consulting we take the time to understand your short and longer term goals and are ready to help you create a personal “Financial Roadmap” that will stand the test of time.

At Roadmap Financial Consulting our goals are to:

  • Increase our clients’ money supply.
  • Create more or better benefits for our clients.
  • Reduce exposure to the risks of future taxation, inflation, market volatility and long term care.
Growing and protecting your money is difficult, if not impossible, when working with flawed premises. Unfortunately, many of the strategies used today create unknown and unnecessary exposure to risk, taxes, and other unnecessary financial transfers.

"If something you thought to be true, turned out not to be true, when would you want to know about it?"

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This web site may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting or tax advice. You may wish to consult a competent attorney, tax advisor, or accountant.

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through Trust Company of America, TD Ameritrade, Jefferson National Life Insurance Company.

Your investment advisor may recommend third-party money managers who utilize investment strategies designed to minimize portfolio volatility and reduce the risk of declines in account values. Like any other investment strategy, this approach entails risks, including the risk that client accounts can still lose value and the risk that a defensive position may, at any given point in time, prevent client accounts from appreciating in value.

 © 2016 Roadmap Financial Consulting, LLC. All Rights Reserved. 

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